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Discover Your Path

Guidance. Clarity. Strength.

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If you are saving for retirement like the typical American, you may be surprised to find that you may run out of money. 

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Life is constantly changing, and ordinary management of those changes is not good enough.  With each twist and turn, you need clarity for the new path forward. 




Financial Planning



You can be a financial champion. We help by laying out simple steps to start the journey.



Schedule a visit with us for the chance to get to know each other at no cost.



We then take some time to create a customized path for you to take going forward.



In a follow-up visit, we mutually agree on a plan and start implementing it.

Imagine Clarity and Confidence As You Discover Your Path

Access to Professionals

We commit both spiritually and contractually to act with care, skill, prudence, and diligence putting your needs ahead of our own. 

Your Custom Fit Path

Being an independent office, we are not encouraged to sell a certain product or investment, so we have the freedom to create a financial plan that meets the specific needs of your unique story. 

Up-to-Date Changes to Match Your Life Changes

Life changes from year to year so your plan needs to match your changing needs. 

Independent Office

You can feel confident that your advisor is looking at your particular needs, not the needs of a corporation.

Unbiased to Wealth

Regardless of your net worth, you will know all of our clients are treated with individual customized focus.

Follow Up

You will experience a firm that contacts 100% of our clients every year for a review. Life changes and your financial path needs to reflect your current circumstances.

"Plans fail for lack of counsel, but with many advisors they succeed"  - Proverbs 15:22

Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Lion Street Financial, LLC (LSF) and is not sponsored or endorsed by Lion Street Financial, LLC (LSF).

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The President's Club award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients."

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